Play a pivotal role as a Client Service Administrator in a remote or hybrid role. You'll manage client onboarding, compliance tasks, and enhance service delivery for investment operations.
In this full time position, you will be integral to supporting financial advisors and streamlining operational processes. Your expertise in client service will be essential in onboarding clients, maintaining regulatory compliance, and managing service-related requests. This role is perfect for individuals with industry experience looking to grow their investment advisory career.
Key Responsibilities:
• Lead client onboarding and KYC updates
• Manage reports and requests from clients
• Administer client communications and service requests
• Conduct registered account audits for compliance
• Organize client outreach campaigns
Requirements:
• Investment industry experience and understanding of taxes
• Proficiency in CRM and Microsoft Office
• Administrative background with CIRO is an asset
• Excellent client communication skills
• Securities license or exams completion is a plus
Enhance client experiences with your operational expertise and contribute to a robust investment advisory team.
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Apply on Kit Job: kitjob.ca/job/2g8mfq
📌 Client Operations and Service Specialist (Mississauga)
🏢 PWL Capital
📍 Mississauga
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